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Managing Equipment in Stack

Effectively managing shared physical resources like massage tables, exam chairs, or projectors is crucial for maintaining operational efficiency in your business. By linking equipment to calendars, you can prevent double-bookings and streamline your scheduling process.

Table of Contents​

What is Equipment?​

Equipment in Stack refers to shared tools, devices, or physical resources necessary for the services your business offers, such as projectors, therapy tables, or treatment chairs. By adding these resources to your system, you can link them to calendars and availability settings to avoid scheduling conflicts, ensuring smooth operations and enhanced client experiences.

Key Benefits of Equipment​

  • Prevent Double-Bookings: Avoid scheduling conflicts with shared resources.
  • Assign Equipment to Calendars: Link equipment to specific calendars or services.
  • Automate Resource Availability: Ensure equipment is available during appointment scheduling.
  • Increase Efficiency: Reduce manual coordination and enhance reliability.
  • Improve Service Quality: Boost staff efficiency and service delivery.
  • Manage Multiple Locations: Coordinate resources across various sites.

How to Set Up Equipment​

Setting up equipment ensures that availability is respected across all scheduled appointments.

Create Equipment​

  1. Navigate to the Calendars tab within Calendar Settings.
  2. Go to the Equipment tab.
  3. Click the blue button labeled Create Equipment located in the upper right corner.

Provide Equipment Details​

To set up equipment, fill in the following details:

  • Equipment Name: Assign a unique name to the equipment.
  • Description: Provide a brief description to clarify the equipment's purpose.
  • Total Quantity: Specify the total number of available equipment units.
  • Out of Service Quantity: Enter the count of equipment units that are currently non-functional or require repair.
  • Select Calendar: Choose the calendars you wish to associate with this equipment.

Once all details are entered, click the blue button labeled Create in the lower right corner.

Editing or Deleting Equipment​

Keeping your equipment list up-to-date is essential for smooth operations. Whether you need to rename a resource or remove one no longer in use, follow these steps:

  1. Navigate to Settings > Calendar Settings.
  2. Select the Equipment tab.
  3. Click the 3 Dots icon next to the equipment.
  4. Choose Edit to modify or Delete to remove the equipment.
  5. Make your changes and click Save.

Frequently Asked Questions​

Q: What is the difference between Rooms and Equipment?
A: Rooms are physical spaces like offices or studios, while Equipment refers to tools or resources like chairs or machines. Both can be scheduled as resources.

Q: Can equipment be assigned to more than one calendar?
A: Yes, equipment can be linked to multiple calendars, but it can only be used in one appointment at a time.

Q: How do I add multiple versions of the same equipment?
A: Set the quantity when creating the equipment. For example, if you have three identical massage tables, create one entry named “Massage Table” and set the quantity to 3.

Q: What happens if I delete equipment that is in use?
A: Deleting it may affect scheduling and remove availability restrictions tied to it. Review connected calendars before removing any equipment.

Q: Can I generate reports for equipment usage?
A: There is no native reporting for equipment usage, but appointments tied to specific resources can be reviewed manually via calendars.